Peter J. Bush, CFP<sup>&reg;</sup> - Financial Advisor

Peter J. Bush, CFP®

CERTIFIED FINANCIAL PLANNER 333.22 Miles

Horizon Financial Group

15015 Jamestown Boulevard, Ste 100
Baton Rouge, LA 70810
FINANCIAL ADVISOR'S WEBSITE
(225) 612-3820 CONNECT WITH Peter
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General

Peter Bush is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Horizon Financial Group in Baton Rouge, LA and the surrounding communities.

Financial Advisor Overview

Horizon Financial Group is a full-service financial planning and wealth management firm serving business owners, executives, professionals and families whose financial lives have become increasingly complex. Our approach begins with understanding the complete picture - not simply investments. We help clients coordinate their wealth, retirement, business interests, tax considerations, estate planning strategies, risk management and other financial priorities into a cohesive plan designed to provide greater clarity and direction. We have particular experience working with business owners and executives who are navigating the intersection of personal wealth and business decisions, including retirement and succession planning, business transition and exit planning, executive benefits and legacy considerations. Our goal is simple: help clients make thoughtful financial decisions, simplify complexity and move forward with greater confidence about their future.

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Financial Advisor Experience

Pete Bush, CFP®, CEPA®, has worked in the financial services profession since 1991 and is a co-founder and CEO of Horizon Financial Group. Over more than three decades, Pete has advised individuals, families, business owners and executives through a wide range of financial decisions and life transitions. His work has increasingly focused on helping successful business leaders coordinate their personal wealth with the complexities of business ownership, succession and eventual transition. Pete holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Exit Planning Advisor (CEPA®) designation. In addition to his work with clients, he has extensive experience in financial services leadership, advisor development and practice management. His planning philosophy is centered on looking beyond individual financial products or isolated decisions and helping clients understand how the various pieces of their financial lives work together.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Advisor.  Cetera is under separate ownership from any other named entity.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Tangible Assets, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources